American Research & Management Company’s AmeriGas Partners, L.P. APU Stock Holding History

American Research & Management Company’s Portfolio APU Stock Details APU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-300	Closed	-$13K	–	374
2017 Q3	$13K	Hold	300	–	–	﹤0.01%	256
2017 Q2	$14K	Hold	300	–	–	﹤0.01%	247
2017 Q1	$14K	Hold	300	–	–	0.01%	237
2016 Q4	$14K	Hold	300	–	–	﹤0.01%	255
2016 Q3	$14K	Hold	300	–	–	0.01%	263
2016 Q2	$14K	Hold	300	–	–	0.01%	250
2016 Q1	$13K	Hold	300	–	–	0.01%	256
2015 Q4	$10K	Hold	300	–	–	﹤0.01%	272
2015 Q3	$12K	Hold	300	–	–	0.01%	268
2015 Q2	$14K	Hold	300	–	–	0.01%	263
2015 Q1	$14K	Hold	300	–	–	0.01%	265
2014 Q4	$14K	Hold	300	–	–	0.01%	259
2014 Q3	$14K	Hold	300	–	–	0.01%	262
2014 Q2	$14K	Hold	300	–	–	﹤0.01%	270
2014 Q1	$13K	Hold	300	–	–	﹤0.01%	278
2013 Q4	$13K	Hold	300	–	–	﹤0.01%	282
2013 Q3	$13K	Hold	300	–	–	0.01%	269
2013 Q2	$15K	Buy	+300	New	+$13.8K	0.01%	251

Other funds holding APU

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

American Research & Management Company's APU Position: Q4 2017 in Review

American Research & Management Company sold out of AmeriGas Partners, L.P. (APU) in Q4 2017, closing a stake of 300 shares — an estimated $13K sold.

American Research & Management Company first reported a position in APU in Q2 2013 and held it in 18 quarters. The position peaked at $15K in Q2 2013. 239 funds tracked by Wall St. Rank hold APU as of Q4 2017.

American Research & Management Company reported no remaining AmeriGas Partners, L.P. position as of Q4 2017 after selling out during the quarter.
American Research & Management Company sold 300 AmeriGas Partners, L.P. shares in Q4 2017, an estimated $13K.
American Research & Management Company first reported a position in AmeriGas Partners, L.P. in Q2 2013 and held it in 18 quarters.
American Research & Management Company's AmeriGas Partners, L.P. position peaked at $15K in Q2 2013.
239 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2017.

Based on American Research & Management Company's 13F filing for Q4 2017, filed 8 Feb 2018.